Adams Wealth Management’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Adams Wealth Management’s Portfolio CHIQ Stock Details CHIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,471	Closed	-$229K	–	96
2023 Q3	$229K	Sell	12,471 -562,869	-98%	-$10.8M	0.08%	87
2023 Q2	$10.4M	Buy	575,340 +129,368	+29%	+$2.38M	3.24%	6
2023 Q1	$9M	Buy	+445,972	New	+$9.44M	2.91%	8

Other funds holding CHIQ

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Adams Wealth Management's CHIQ Position: Q4 2023 in Review

Adams Wealth Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q4 2023, closing a stake of 12,471 shares — an estimated $229K sold.

Adams Wealth Management first reported a position in CHIQ in Q1 2023 and held it in 3 quarters. The position peaked at $10.4M in Q2 2023. 36 funds tracked by Wall St. Rank hold CHIQ as of Q4 2023.

Adams Wealth Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
Adams Wealth Management sold 12,471 Global X MSCI China Consumer Discretionary ETF shares in Q4 2023, an estimated $229K.
Adams Wealth Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q1 2023 and held it in 3 quarters.
Adams Wealth Management's Global X MSCI China Consumer Discretionary ETF position peaked at $10.4M in Q2 2023.
36 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q4 2023.

Based on Adams Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.